Inheritance tax and estate planning
Taking the time to listen to you with a practical approach to protecting your wealth
Effective estate planning is an essential element for providing for your family’s future. Inheritance tax can often be a painful sting in the tail when your wealth passes on to those your beneficiaries.
The threshold for inheritance tax hasn’t changed for more than a decade, whereas the value of most individual’s estates has increased significantly over the same period, especially where property is involved. With rates of up to 40%, inheritance tax can have a sizeable impact of what you leave to your beneficiaries.
That’s why planning how you leave your assets to your family, both during your lifetime and afterwards is so important. It helps minimise the impact of inheritance tax so those you care about get the most from what you leave them.
At DRS, we understand that talking about such things can often be difficult. Our sensitive and confidential approach can help you achieve your wishes while also being tax efficient. We take the time to listen to you and to work with you to deliver the right solution for you.
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Other ways we can help
Property tax planning
We are on hand to talk through the implications of the different ways of holding property, whether it be personally, through a company, through a trust or a SIPP or even transferring between these.
Beyond accounting services, it’s our passion for technology and experience in working with certain specialist sectors that gives DRS the edge.